M&A professional managing the full M&A lifecycle including financial analysis at DwyerOmega. Focus on deal execution, target sourcing, and pipeline management in a corporate development team.
SF
Hybrid Associate Analyst, Shareholder Reporting
Posted last month
About the role
- Associate Analyst focused on ensuring accuracy in shareholder reporting and regulatory filings for Fidelity's Financial Operations. Collaborating with teams to improve workflows and operational outcomes.
Responsibilities
- Apply your analytical capabilities and precision to ensure the accuracy and completeness of assigned documents and regulatory filings
- Contribute to team efforts by building and optimizing workflows and improving processes
- Support and test key applications and find innovative solutions to enhance the reporting ecosystem
- Collaborate effectively, manage multiple priorities, and meet deadlines in a fast‑paced environment—helping drive operational perfection across the service line
Requirements
- Bachelor’s degree and a minimum of 3 years of financial services experience
- Broad understanding of investments, accounting principles, mutual fund industry practices, and regulatory requirements
- A self‑starter mindset—assertive, independent, and capable of working with limited direct supervision across multiple concurrent initiatives
- Strong collaboration skills and the ability to partner effectively across business divisions and team members
- Advanced analytical abilities, including interpreting complex requirements and translating them into clear, practical solutions
- Proficiency with Microsoft Office and related applications
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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